Memorizing a Group of Transactions

If you frequently perform the same transactions together, why not memorize them as a group and execute the whole group at once! For example, you might have several fixed monthly expenses that are due at the same time, such as rent, security service, insurance, loan payment, and so on. You can save all these expenses as a group called “Monthly Expenses,” and then issue one order. The entire group of transactions will then be executed at once.

Memorize a Group

Create each of the memorized transactions that you plan to execute as a group, as shown in “Memorizing Transactions” previously in this chapter.

Press Ctrl+T to open the Memorized Transaction list.

Click the Memorized Transaction button, and then select New Group.

Enter a unique name for your memorized group.

Select whether you want QuickBooks to issue a reminder when the group is due.

If you ask for a reminder, indicate how frequently you want to be reminded of this group of transactions.

If you ask for a reminder, indicate the next date on which you want to be reminded.